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Getting started

New to metric trees? Start here. These guides walk you through what metric trees are, how to build your first one, and real-world examples to learn from.

Learn what metric trees are, how to build one, and see real-world examples. The complete beginner’s guide to metric trees and KPI trees.

6 guides

Chapters
01Metric tree definition
02Why metric trees matter
03How a metric tree works
04Metric trees vs dashboards
05The anatomy of a metric tree
06Who uses metric trees
07Common mistakes when building metric trees
GuideGetting started
What is a metric tree?
A metric tree is a hierarchical model that connects your North Star metric to the drivers, sub-drivers, and inputs that cause it to move. It maps cause and effect across your entire business so every person can see what moves the needle and why.
View guide8 min read
Chapters
01Why build a metric tree?
02Eight steps to build your metric tree
03Relationship types in a metric tree
04Common mistakes when building a metric tree
GuideGetting started
How to build a metric tree
A practical, step-by-step guide to building a metric tree that connects your North Star metric to every lever in your business. From decomposition to ownership to validation.
View guide10 min read
Chapters
01Why metric tree examples matter
02SaaS metric tree
03E-commerce metric tree
04Marketplace metric tree
05B2B / enterprise metric tree
06How to choose the right metric tree structure
07From static examples to living systems
GuideGetting started
Metric tree examples for every business model
A metric tree is only as useful as its structure. The right decomposition depends on your business model, your growth stage, and the levers your teams actually control. Below you will find four complete metric tree examples, each tailored to a different business type, so you can see exactly how to map cause and effect from a single North Star all the way down to the daily work.
View guide12 min read
Chapters
01KPI tree vs metric tree: the short answer
02Six names, one concept
03What every metric tree shares
04Where the terms diverge
05What makes a metric tree truly useful
06From static diagram to living system
GuideGetting started
Metric tree vs KPI tree vs value driver tree
If you have searched for any of these terms, you have probably noticed they seem to describe the same thing. That is because they mostly do. Here is how they relate, where they differ, and which one matters for your business.
View guide7 min read
Chapters
01Before you begin
02The checklist: ten steps to your first metric tree
03Example: building a SaaS metric tree
04Common pitfalls and how to avoid them
05Getting the most from your metric tree
06Your next steps
GuideGetting started
Metric tree checklist
Building a metric tree for the first time can feel overwhelming. Where do you start? How deep should it go? Who needs to be involved? This checklist breaks the process into concrete, sequential steps so you can go from a blank canvas to a working metric tree without second-guessing every decision along the way.
View guide9 min read
Chapters
01Meet the example company
02Step 1: Choose your North Star metric
03Step 2: Decompose into first-level drivers
04Step 3: Expand each branch
05Step 4: Add leading indicators
06Step 5: Assign owners and start using it
07Quick-reference checklist
GuideGetting started
Your first metric tree in 10 minutes
Follow along step by step as we build a real metric tree for a B2B SaaS company. No prior experience needed. By the end, you will have a working tree you can adapt to your own business.
View guide8 min read

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